Initial Consultation

Cancellation Policy

Introduction At Process Innovators, we are committed to providing top-notch online accounting consultations to help our clients manage their financial records efficiently. This policy outlines the terms and conditions for availing of our free consultation service. By scheduling a consultation, clients agree to the terms detailed below. Eligibility New Clients Only: This consultation offer is exclusively available to new clients. Booking and Cancellation Scheduling: Consultations must be scheduled through our online booking system on a first-come, first-served basis. Confirmation: Clients will receive a confirmation email with the consultation details upon successful booking. Cancellation: Clients must cancel or reschedule their appointment at least 24 hours in advance. Failure to do so may result in the forfeiture of the free consultation. Scope of Consultation Duration: Each free consultation session lasts for up to 60 minutes. Topics Covered: The consultation will cover basic accounting topics, such as bookkeeping, financial planning, tax advice, and software recommendations. Detailed or complex issues may require a paid follow-up session. Follow-Up: Any follow-up consultations or additional services beyond the free session will be charged at our standard rates. Client Responsibilities Accurate Information: Clients are required to provide accurate and complete information relevant to their accounting needs. Preparation: Clients should prepare any necessary documents or questions ahead of the consultation to make the most of the session. Limitation of Liability Advice Disclaimer: The advice provided during the free consultation is based on the information provided by the client and is meant for general guidance. It does not constitute legal or financial advice. No Guarantee: We do not guarantee any specific outcomes or results from the free consultation. Privacy and Confidentiality Data Protection: Client information shared during the consultation will be kept confidential and used solely for the purpose of providing advice. Privacy Policy: Clients are advised to review our Privacy Policy for more details on how their data is handled. Changes to the Policy Modification: We reserve the right to modify or discontinue the free consultation service and its terms at any time without prior notice.

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